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Client Service Associate Jobs in Sugar Land, TX (NOW HIRING)

Aumni

Private Banking Client Success Associate

Houston, TX · On-site

$55 - $75/hr

TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and ...

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Client Service Associate information

See Sugar Land, TX salary details

$7

$15

$24

How much do client service associate jobs pay per hour?

As of Sep 6, 2026, the average hourly pay for client service associate in Sugar Land, TX is $15.36, according to ZipRecruiter salary data. Most workers in this role earn between $12.50 and $17.26 per hour, depending on experience, location, and employer.

What is a client service associate?

Client Service Associates are professionals who support financial advisors or account managers by assisting clients with their needs, addressing inquiries, and processing account transactions. They often serve as the first point of contact for clients, ensuring a smooth and positive experience. Their responsibilities may include handling documentation, managing account information, resolving issues, and maintaining strong client relationships. In many organizations, they play a crucial role in ensuring client satisfaction and operational efficiency.

How does a client service associate typically collaborate with financial advisors and other team members?

Client Service Associates work closely with financial advisors to ensure that clients receive timely and accurate support. They often coordinate client meetings, prepare account documentation, and act as a liaison between clients and the advisory team. Effective communication and strong organizational skills are essential, as the role requires managing multiple requests while maintaining attention to detail. Collaboration with operations teams and compliance departments is also common to resolve client issues and ensure regulatory requirements are met.

What are the key skills and qualifications needed to thrive as a client service associate, and why are they important?

To thrive as a Client Service Associate, you need strong communication, organizational, and problem-solving skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial or industry-specific platforms is typically required. Outstanding interpersonal skills, attention to detail, and a proactive attitude help build client trust and foster positive relationships. These competencies are essential for ensuring client satisfaction, efficient service delivery, and long-term business success.

What is the difference between Client Service Associate vs Customer Support Specialist?

AspectClient Service AssociateCustomer Support Specialist
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; technical certifications optional
Work EnvironmentFinancial institutions, banks, investment firmsRetail, tech companies, service centers
Employer & Industry UsageFinancial services, banking, wealth managementRetail, e-commerce, tech support
Common Search & Comparison IntentUnderstanding roles in finance and client interactionCustomer service roles in various industries

The Client Service Associate typically works in financial institutions, focusing on client interactions, account management, and financial products. In contrast, a Customer Support Specialist often handles technical issues, product inquiries, and general customer assistance across diverse industries. While both roles require strong communication skills, the Client Service Associate's work is more finance-oriented, whereas the Customer Support Specialist's role is broader and more technical.

How much do client service associates make?

The average salary for a client service associate typically ranges from $40,000 to $55,000 annually, depending on experience, location, and the industry. Entry-level roles may start lower, while experienced associates or those with specialized skills can earn higher wages, often supplemented with bonuses or benefits.

What are the most commonly searched types of Client Service jobs in Sugar Land, TX?

The most popular types of Client Service jobs in Sugar Land, TX are:

What cities near Sugar Land, TX are hiring for Client Service Associate jobs?

Cities near Sugar Land, TX with the most Client Service Associate job openings:

Client Service Associate jobs near you
Infographic showing various Client Service Associate job openings in Sugar Land, TX as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $31,959 per year, or $15.4 per hour.

Linscomb Wealth - Client Service Associate Manager

Huntington

Houston, TX • On-site, Remote

$13.50 - $18.50/hr

Full-time

Re-posted 3 days ago

Huntington National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 174 frontline employees who took The Breakroom Quiz

67th of 175 rated banks

Job description

Description

Summary:

Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.

Client Responsibilities

  • Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
  • Attend meetings with clients as needed

Team Responsibilities

  • Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
  • Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
  • Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up
  • Provide routine updates during Advisor Team Meetings and firm staff meetings on matters related to Client Service
  • Work to ensure there is strong communication between Client Service and all other departments, particularly, Operations and Wealth Advisory
  • Complete performance reviews and work with Client Service team members on personal development, training, goals, etc.
  • Develop a system of quality controls and review for Client Service, particularly for the onboarding and new accounts process
  • Work closely with internal teams to continue ongoing digital transformation

Firm Responsibilities

  • Understand and support the firm’s vision, mission, and strategy
  • Identify department goals, priorities and timelines, working in conjunction with firm goals and long-run, strategic plan
  • Ensure a strong team culture, high degree of communication, collegiality, excellent service and execution
  • Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients
  • Comply with all the firm’s HR and Compliance policies

Degrees and Designations

  • Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, prefer ably with a degree in business, finance or a related field
  • No certificates or licenses required

Experience Requirement

  • 10+ years of experience in the area of Client Service
  • Prior leadership/management experience preferrable
  • Prior experience with Fidelity, Schwab custodial platforms
  • Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)
  • Experience with CRM and Portfolio Accounting System, and Document Management software is a plus

Skills Required

  • Superior organizational and time management skills and ability to multitask under pressure
  • Strong attention to detail, accurate compilation of information, while adhering to internal deadlines
  • Excellent interpersonal communication skills, both verbal and written
  • Proactive, strong work ethic and stable work history
  • Professional appearance and demeanor
  • Ability to work well in a team environment
  • High attention to detail and timely follow-through

Supervisory Responsibilities:

  • Manages the Client Service Team
  • Is responsible for the overall direction, coordination, and evaluation of these employees
  • Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws
  • Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems


Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds:  in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

Note to Agency Recruiters:  Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.  All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.

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